For asset managers
Sponsor an AdvisorIQ webinar
AdvisorIQ webinars are independent education for US financial advisors, with CE credit where the designation body approves the program. Sponsors fund sessions; AdvisorIQ picks the topics and the speakers.
As of Oct 6, 2026, an AdvisorIQ sponsorship program has 4 parts: a live session with CE credit where the designation body approves it; a 60 to 90 day replay campaign run by AdvisorIQ; the session's registrant list with profile answers; and meeting requests routed to the sponsor.
What a program includes
A live session with CE
AdvisorIQ plans and runs the session, chooses the speakers and seeks CE credit from the designation bodies where the content qualifies.
A 60 to 90 day replay campaign
After the live session, AdvisorIQ promotes the replay to advisors for 60 to 90 days.
Your session's registrant list
The advisors who register for your session or its replay: name, email, phone, title, firm, location and CRD, answers to ten profile questions, and their attendance and CE credit, for your session only. Advisors who opt out of sharing with sponsors are left out.
Meeting requests
When an advisor asks to meet, we route the request to your team.
Pricing
Pricing is shared on request through the form below.
We never charge fees tied to fund flows or assets raised.
The standards sponsors accept
AdvisorIQ picks the topic and the speakers
Sessions are education. CFP Board does not grant CE for specific company or product presentations, so sessions are built to qualify.
Your firm is named
Every session names its sponsor on its page and in the schedule.
Your own session's registrants only
You receive details only of advisors who registered for your session, never another sponsor's.
No product pitches in our email
AdvisorIQ emails to advisors never pitch a product, including yours.
No lists for sale
We do not sell lists of advisors or run display ads.
Request a session
Tell us what you have in mind. We reply by email.